China's EV Boom with Tu Le

Chinese EVs are transforming the global auto industry. Tu Le, founder and Managing Director of Sino Auto Insights, joins me on the High Capacity podcast to talk about what's happening with Chinese EVs: technology and features, global expansion, new approaches to manufacturing, hybrids, and robotaxis.00:00 Introduction to Tu Le00:56 Cool Technology in Chinese EVs05:16 Chinese EVs at CES in Las Vegas07:18 Geely's Ambitious Plans for the US Market09:50 Who are the Major Chinese EV Players?17:07 Are EVs like Consumer Electronics?25:16 Manufacturing Changes in the Auto Industry29:05 Overcapacity and Chinese EVs31:43 Overcapacity and Global Implications37:33 Partnering with Chinese EV Makers44:12 The Future of Hybrids and the EV Transition50:18 The Rise of Robotaxis and Autonomous DrivingLinks:Sino Auto InsightsSAI NewsletterChina EVs & More podcastAt the Wheel podcastSubscribe to the High Capacity podcast on YouTube, Spotify, or Apple Podcasts.Read the High Capacity newsletterFollow Kyle Chan on Twitter / X